Getting Started with SurFlow

SurFlow is the §170(e)(3) tax and compliance layer for grocery surplus donation. It plugs into your existing inventory data, detects expiring surplus, runs markdown first so food can still sell, routes what remains to donation partners, and generates IRS-ready §170(e)(3) documentation automatically.

Setting Up Your Account

Your onboarding team will configure your account and store settings during the pilot kickoff. The process typically takes one business day.

1. Complete the onboarding call with your SurFlow implementation lead
2. Confirm store locations and department structure
3. Establish donation partner connections (SurFlow coordinates directly)
4. Connect your inventory data (CSV export or API)

Connecting Your Inventory Data

SurFlow works with the inventory data you already have, with no rip-and-replace required. Once connected, surplus detection runs automatically every day.

• CSV import from your existing systems
• Direct POS and ERP integrations are on our roadmap

How Surplus Detection Works

SurFlow applies deterministic rules to flag items approaching expiration across all departments. Staff receive clear daily action lists, with no manual scanning required.

Reviewing Documentation

After each donation pickup, SurFlow generates §170(e)(3) valuations and audit-ready records per donation, per store, per period. Your finance team can export these directly for your tax advisors.

Generating Reports

Access financial recovery reports, donation history, ESG metrics, and IRS-ready documentation from a single dashboard, exportable in one click.